Bank Of Iwate

JAPAN ACTIVISM: Silchester Goes After Bk of Iwate - Cheaper Than Chips

Event-Driven
224 Views, 09 May 2022 09:14
EXECUTIVE SUMMARY
  • Silchester has written letters to four Japanese regional banks where they hold large stakes asking for higher dividends and payout ratios. It has proposed a special div AGM agenda item.
  • Bank Of Iwate (8345 JP) is nearly 40% held by cross-holders and government-affiliated entities, and Real World Float is less than 50%. Winning at the AGM is tough.
  • The collection of banks is mixed. But this one is cheap. Cheap as chips. Or cheaper.
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Travis Lundy
Pan-Asia Catalysts/Events
Quiddity Advisors
Japan & Hong KongEquitiesEvent-DrivenQuantitative Analysis

HK Type 4 license through Ballingal Investment Advisors Ltd. ("BIA" or "BIAL") BACKGROUND I have 20+yrs experience in A... 

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